Briaud Financial Planning Inc
COLLEGE STATION TX · SEC CIK 0001800586
$3.80亿2026Q2 申报市值
42持仓数
95.4%前十大占比 · 第一大 54.1%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTI 加仓+$638.22万
QQQ 加仓+$97.66万
PDBA 加仓+$96.35万
GLD 加仓+$57.73万
INTC 新建仓+$53.56万
2026Q2 卖出最多 按季末市值估算
PDBC 减仓-$1,802.62万
SPY 减仓-$45.55万
CVX 清仓-$24.58万
LMT 清仓-$22.18万
ADI 减仓-$12.43万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,188 | -100.0% | -$24.58万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -367 | -100.0% | -$22.18万 | 清仓 |
| — | MANHATTAN BRDG CAP INC | $0 | 0.00% | 0 | -21,006 | -100.0% | -$2.10万 | 清仓 |
| SOC | SABLE OFFSHORE CORP | $5.34万 | 0.01% | 12,006 | 12,006 | — | $5.34万 | 新建仓 |
| WMT | WALMART INC | $20.16万 | 0.05% | 1,780 | 101 | 6.0% | $1.14万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $20.33万 | 0.05% | 5,876 | 5,876 | — | $20.33万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $21.41万 | 0.06% | 716 | 0 | 0.0% | — | 重新持有 |
| VTV | VANGUARD INDEX FDS | $22.36万 | 0.06% | 1,026 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $22.59万 | 0.06% | 329 | 329 | — | $22.59万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $23.37万 | 0.06% | 714 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $24.47万 | 0.06% | 212 | 212 | — | $24.47万 | 新建仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $25.36万 | 0.07% | 4,574 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $28.53万 | 0.08% | 2,429 | 2,429 | — | $28.53万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $29.61万 | 0.08% | 5,575 | 17 | 0.3% | $903 | 加仓 |
| VV | VANGUARD INDEX FDS | $30.75万 | 0.08% | 894 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $31.26万 | 0.08% | 1,231 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $34.73万 | 0.09% | 3,977 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.79万 | 0.09% | 1,682 | 6 | 0.4% | $1,277 | 加仓 |
| JBL | JABIL INC | $37.43万 | 0.10% | 971 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.99万 | 0.12% | 1,270 | -36 | -2.8% | -$1.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $51.70万 | 0.14% | 1,386 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $52.10万 | 0.14% | 2,149 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $53.56万 | 0.14% | 3,836 | 3,836 | — | $53.56万 | 新建仓 |
| EEM | ISHARES TR | $53.56万 | 0.14% | 7,830 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $54.46万 | 0.14% | 2,285 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $54.47万 | 0.14% | 6,324 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $61.85万 | 0.16% | 2,110 | -41 | -1.9% | -$1.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.84万 | 0.19% | 962 | -610 | -38.8% | -$45.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.41万 | 0.20% | 1,547 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $93.60万 | 0.25% | 66,240 | -260 | -0.4% | -$3,674 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $111.80万 | 0.29% | 7,074 | 641 | 10.0% | $10.13万 | 加仓 |
| BIL | SPDR SERIES TRUST | $114.01万 | 0.30% | 12,441 | 3,645 | 41.4% | $33.40万 | 加仓 |
| LLY | ELI LILLY & CO | $126.66万 | 0.33% | 1,056 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $131.68万 | 0.35% | 9,631 | 16 | 0.2% | $2,188 | 加仓 |
| NVDA | NVIDIA CORPORATION | $174.84万 | 0.46% | 8,738 | -326 | -3.6% | -$6.52万 | 减仓 |
| QQQ | INVESCO QQQ TR | $193.93万 | 0.51% | 2,633 | 1,326 | 101.5% | $97.66万 | 加仓 |
| ADI | ANALOG DEVICES INC | $234.41万 | 0.62% | 5,902 | -313 | -5.0% | -$12.43万 | 减仓 |
| IVV | ISHARES TR | $292.29万 | 0.77% | 3,903 | 9 | 0.2% | $6,740 | 加仓 |
| AAPL | APPLE INC | $335.80万 | 0.88% | 11,605 | 1,844 | 18.9% | $53.36万 | 加仓 |
| IAU | ISHARES GOLD TR | $610.30万 | 1.61% | 80,824 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1,791.88万 | 4.71% | 335,142 | 5,894 | 1.8% | $31.51万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $2,214.97万 | 5.83% | 621,833 | 27,050 | 4.5% | $96.35万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $2,655.15万 | 6.98% | 1,672,011 | -1,135,150 | -40.4% | -$1,802.62万 | 减仓 |
| GLD | SPDR GOLD TR | $7,364.31万 | 19.37% | 199,910 | 1,567 | 0.8% | $57.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.06亿 | 54.14% | 556,358 | 17,248 | 3.2% | $638.22万 | 加仓 |